Configuring the document to object relationships


	BlueCielo Meridian Asset Management Module 2013 Administrator's Guide \| BlueCielo ECM Solutions

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Configuring the document to object relationships

The AMM Settings page contains options that you use to define the proxy objects in the Meridian Enterprise vault, their related documents in the vault, and the references that relate them to one another. Options that configure the link between the vault and the maintenance management system are described in About configuring the Asset Management Module.

To configure the relationship options:

In Meridian Enterprise Configurator, expand Environment in the configuration tree and select Vault Settings. The vault’s global options property pages appear in the right pane.
Click the AMM Settings tab. The AMM Settings page appears.
Click the Edit button. The options become editable.
Click options or type values using the descriptions in the following table.

Relationship options
Name	Description
Objects group
Object number property	Specifies the main object (asset) identifier. It is used to search for objects in the first field of the Add-Remove object assignments and Smart Object Search dialogs. Required. Note If AutoCAD P&ID tags will be used for the proxy objects, the AutoCAD P&ID link can be configured to automatically remap to this property. Add the following lines to the [PnID_Drawings] section of the link configuration in Meridian Enterprise Configurator, where AssetModuleSettings is a predefined keyword and DocumentAssetNumberProperty refers to the value of the Object number property setting: PnID=AssetModuleSettings.DocumentAssetNumberProperty
Object description property	Specifies the object description property. It is used to search for objects in the second field of the Add-Remove object assignments and Smart Object Search dialogs. Required. May be overridden by the Search scope option below. Note If AutoCAD P&ID tags will be used for the proxy objects, the AutoCAD P&ID link can be configured to automatically remap to this property. Add the following line to the [PnID_Drawings] section of the link configuration in Meridian Enterprise Configurator, where AssetModuleSettings is a predefined keyword and DocumentDescription1Property refers to the value of the Object description property setting: Description=AssetModuleSettings.DocumentDescription1Property
Object indication property	Specifies the type or level of the object. It is used for searching in the third column/search field of the object’s property page and Smart Search. This property maps also to the third search parameter for objects in Meridian Explorer. Required for Meridian Explorer only.
Asset application property	Specifies the maintenance management system application name. For non-object document types, a value is required if Meridian Explorer is used, in particular if documents will be uploaded from the maintenance management system to the vault. For object document types, a value is required if the ICRWO extension is used with the option Link Using Document Properties cleared. In this situation, the Asset Application Property option specifies the Maximo asset application for the object. In other cases, a value is optional.
Object document type	Specifies the Meridian Enterprise document type that is used for objects. Required.
Search scope	Specifies which property to search for objects. Select Search all text properties or select Search in ‘Description’ property only to search only in the property specified for the Object description property option above.
Document-Object reference group
Reference direction	Specifies the direction of the references between objects and documents. Select From Document to Object (Outgoing). The incoming option is only for compatibility with versions 1.1 or 1.2 of the module. Required.
Reference type	Specifies the reference type that is used for the relationship between objects and documents. Required.
NEW Show object to object references	Enables the AssetManagementTags4Tag extension that can be used to view and create links between objects and other objects.
Documents group
Document identification property	Specifies the main document identifier, usually the document number. It is used to search for documents in the first field of the Add-Remove document assignments dialog. Required.
Document description property(1)	Specifies the document description property. It is used to search for documents in the second field of the Add-Remove document assignments dialog. Required. May be overridden by the Search scope option below.
Document description property (2)	Additional document description property. Optional.
Search scope	Specifies which property to search for related documents. Select Search all text properties or select Search in ‘Description’ property only to search only on the property specified for the Document description property (1) option.
NEW Proxy document type	Specifies a dedicated document type from which a proxy document can be created in a folder to represent the object-document references for all of the other documents inside the same folder. For more information on linking a common set of objects to all of the documents within a folder, see NEW Configuring linking to folders.
Maintenance group
Preferred property	Specifies the property for use by maintenance management system users to designate preferred documents. We recommend that you use the Status – Maintenance Preferred property created by the module. Required.

Click OK to save your changes.

To maintain the integrity of the data, the following limitations are enforced:

Object Number, Object Description, and Object Identification must all be different.
Object Number, Object Description, and Asset Application must all be different.
Document Identification Property and Document Description 1 property must be different.
All Meridian Enterprise custom properties except for the Preferred Property must be a String data type.